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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Paul Fiondella who wrote (25266)	2/2/1999 9:57:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 42771

Novell (NOVL) may provide some new competition for Inktomi (INKT). Chris Storm, Novell's senior vice president for corporate strategy, told investors at the NationsBanc Montgomery Securities tech conference that the company's BorderManager FastCache product provides an alternative to Inktomi's approach. Novell has marketed the FastCache line since December but only recently mentioned it as an alternative to Inktomi in a conference call. "You could argue we haven't done a good job publicizing this," Storm said. "You'll see that change." Investor Relations Manager Peter Troop said that while Inktomi's caching technology is based on Internet service providers, Novell's is based on the local network. Separately, Storm said Novell plans to introduce eight to 10 new software applications in the coming months to support its directory-based strategy. cbs.marketwatch.com

To: Paul Fiondella who wrote (25266)	2/3/1999 11:59:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Why doesn't Novell take a chance to hype itself more? In the previous post this appeared to be what the Wall Street sharks wanted. Make the claim. Whomp Ikatomi. Well for one thing, Novell has to learn to compete with other companies again. Having had the Wordperfect beat out of it by the competition, it doesn't ever want to come across as a direct challenger of anyone's product --- for fear it might get beaten again. Not a good corporate attitude but understandable. That is where a hot product comes in. You get a hot product and you don't have to beat anybody because you are the company to beat. Enter Digital Me. Introduce a hot product (with all the pieces in place such as an arrangement with AMEX etc.) and you get some real attention. Not just the Wall St. sharks looking for somemore momentum meat.